How it works
Budgets set on clients, projects and tasks, burned by tracked time, reviewed in one place.
01
Every Hours Budget in One Grid
The Budgets tab in Resourcing lists client, project and task time budgets in one table, plus contract hours budgets for org admins. You no longer open each client or project to find out where it stands.
02
Burn, Used and Remaining per Row
Each row shows a burn bar, the budget, hours used, hours remaining, the period, the type, the team and what the record belongs to. The default sort puts the most-used budgets at the top.
03
Weekly, Monthly or Total Periods
Add budget opens a dialog for a client, project or task with hours and a weekly, monthly or total period. Picking a record that already has a budget prefills it, and Remove budget clears it.
04
Filter by Contracts, Clients, Projects or Tasks
Pills above the table narrow the grid to one budget type, with a count on each. Click any column header to sort by burn, hours used, hours remaining, period or team.
05
Hours Counted from Tracked Time
Rize tracks work automatically and tags it to clients, projects and tasks, so hours used reflect the work as it happens instead of waiting for timesheets at the end of the month.
06
Edit Rights Follow Roles
Org admins, team admins and managers can add and edit budgets. Everyone else can view them. Each Resourcing tab has its own URL, so a link to budgets opens on budgets.
Set it up in three steps
From tracked time to a budget grid you can sort by burn.
Step 1
Track time automatically
Rize captures work in the background and tags it to clients, projects and tasks.
Step 2
Add an hours budget
Pick a client, project or task, enter hours and choose a weekly, monthly or total period.
Step 3
Review burn in one grid
Open Resourcing → Budgets to see burn, hours used and hours remaining for every budget, most-used first.
The numbers
What the Budgets tab covers.
4
Budget types: contracts, clients, projects and tasks
3
Budget periods: weekly, monthly and total
1
Grid for every hours budget in scope
0
Timesheets needed for hours to count against a budget
How teams use hours budgets
Three worked examples, from a retainer agency's monthly burn to a flat-fee firm's pricing check.
Retainer agency watching monthly burn
40-person agency, monthly retainers, ClickUp for work
Each retainer has an hours allowance, but the burn report is rebuilt from timesheets a week or two into the month. By the time it is ready, the over-serviced clients have already been served.
With Rize: Each retainer client has a monthly hours budget. The Budgets tab sorts the most-used clients to the top while the month is still running, so the account lead can raise scope before the allowance is gone.
Flat-fee accounting firm
30-person firm, monthly flat fees, Karbon workflow
Flat fees are priced on an assumed number of hours per client. Nobody checks the assumption until the annual pricing review, so the clients who take twice as long stay on the same fee.
With Rize: Each client gets an hours budget that matches what the fee was priced on. Hours used and hours remaining show which clients run over month after month, and the repricing conversation starts from that list.
In-house operations team
80-person client-services org, internal projects
Projects get an estimated number of hours at kickoff, but the estimate lives in a planning doc and the actuals live in someone's spreadsheet.
With Rize: Each project and task carries a total hours budget. The Projects and Tasks pills show which ones are past their estimate, and the next capacity model is built on the hours they actually took.